Join us April 18-20, 2027 at Pestana Palace in Lisbon, Portugal for the annual in-person CONNECT conference, an opportunity to connect with and learn from leading international and cross-border practitioners in financial, tax and estate planning.

In this session, Michelle H. Soufan, MBA, CFP®, TEP will share practical approaches advisors can use to help globally dispersed, multi-generational families strengthen communication, navigate differing perspectives, clarify responsibilities, and make thoughtful decisions together.